Baker Tilly Wealth Management’s General Dynamics GD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,071
| Closed | -$311K | – | 253 |
|
|
2024
Q2 | $311K | Sell |
1,071
-3,879
| -78% | -$1.13M | 0.13% | 193 |
|
|
2024
Q1 | $1.4M | Sell |
4,950
-234
| -5% | -$66.1K | 0.25% | 91 |
|
|
2023
Q4 | $1.35M | Sell |
5,184
-214
| -4% | -$55.6K | 0.22% | 105 |
|
|
2023
Q3 | $1.19M | Sell |
5,398
-1,558
| -22% | -$344K | 0.2% | 109 |
|
|
2023
Q2 | $1.5M | Sell |
6,956
-171
| -2% | -$36.8K | 0.16% | 141 |
|
|
2023
Q1 | $1.63M | Buy |
7,127
+332
| +5% | +$75.8K | 0.18% | 119 |
|
|
2022
Q4 | $1.69M | Sell |
6,795
-713
| -9% | -$177K | 0.21% | 116 |
|
|
2022
Q3 | $1.59M | Buy |
7,508
+91
| +1% | +$19.3K | 0.22% | 97 |
|
|
2022
Q2 | $1.64M | Buy |
7,417
+301
| +4% | +$66.6K | 0.22% | 101 |
|
|
2022
Q1 | $1.72M | Buy |
7,116
+8
| +0.1% | +$1.93K | 0.19% | 108 |
|
|
2021
Q4 | $1.48M | Buy |
7,108
+663
| +10% | +$138K | 0.16% | 134 |
|
|
2021
Q3 | $1.26M | Buy |
6,445
+593
| +10% | +$116K | 0.17% | 125 |
|
|
2021
Q2 | $1.1M | Buy |
5,852
+379
| +7% | +$71.4K | 0.18% | 131 |
|
|
2021
Q1 | $994K | Buy |
5,473
+1,702
| +45% | +$309K | 0.2% | 116 |
|
|
2020
Q4 | $561K | Buy |
+3,771
| New | +$561K | 0.17% | 135 |
|